+62,276.4%
DHR vs KEY
+1,010.6%
+61,265.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.6% | +1.5% |
| 7D | +3.1% | -0.4% | +3.5% | +3.2% |
| 30D | +7.0% | +7.2% | -0.2% | +5.3% |
| 3M | +15.0% | -4.9% | +19.9% | +16.1% |
| 6M | +37.9% | +1.1% | +36.8% | +37.3% |
| YTD | +3.3% | +6.8% | -3.5% | +1.5% |
| 1Y | +12.8% | +23.3% | -10.5% | +7.4% |
| 3Y | +22.4% | +126.1% | -103.7% | +0.5% |
| 5Y | -9.1% | +15.2% | -24.3% | -16.7% |
| 10Y | +247.9% | +113.6% | +134.4% | +155.8% |
| All | +62,276.4% | +1,010.6% | +61,265.8% | +22,153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling